CFA UK automation ahead pathway: Bias in the machine: What investors need to know about LLMs

Thursday 19 March 2026 | 13:00 - 13:50 | Webinar

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This webinar is part of CFA UK’s technology and innovation pathway and is brought to you by Technology & Innovation Community. 

Large Language Models (LLMs) are increasingly used in financial research and decision-making  but they’re not neutral. This session explores how biases emerge in LLMs, how they can affect investment analysis, and what safeguards investors can apply in practice.

The session will be led by Brian Pisaneschi, CFA, Senior Investment Data Scientist, CFA Institute, who will introduce the concept of bias in LLMs, outlining where it comes from, why it matters for investors, and how it can surface across investment workflows.

Brian will then be joined by James Tait, Research Data Scientist, CFA Institute, for a deeper-dive, hands-on case study demonstrating how bias can be investigated, measured and mitigated within a real investment-related task.

Join us to:  

• Understand the sources and types of bias in LLMs  
• Learn how bias can impact financial decision-making  
• Explore mitigation strategies for responsible AI use in finance  
• Real-world examples from investment workflows

Who should attend: 
Investment and finance professionals interested in AI and technology, including portfolio managers, analysts, risk and compliance teams, data scientists, and fintech innovators. 

Registration: 12:55
Event: 13:00 - 14:00

Other events in the series:

16 April No-Code, high impact: Building agentic workflows without writing python  
7 May From insight to allocation: AI-driven portfolio construction  

Speakers:

Brian Pisaneschi, CFA, Senior Investment Data Scientist, CFA Institute
Brian Pisaneschi, CFA, is a Senior Investment Data Scientist at CFA Institute, where he leads research at the intersection of Natural Language Processing, sustainability, and investment analysis. He is driving the development of open-source tools and collaborative frameworks to explore the future of analyst workflows in the age of generative AI.

Brian holds an MS in Quantitative Finance from the University of Bologna and a BS in Finance and Economics from Lake Superior State University. He became a CFA Charterholder in 2017.

James Tait, Affiliate Researcher, CFA Institute
James Tait is an affiliate researcher at the CFA Institute, where he investigates how developments in data science and artificial intelligence (AI) are shaping the investing industry. His recent research has focused on generative AI approaches to synthetic data generation and its applicability to the investing profession, as well as investigating biases within large language models and how they can manifest in workflows. He has an MSc in Health Data Science from Imperial College London

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